John Connor Murtagh
Investment adviser representative at Integrated Wealth Concepts LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Integrated Wealth Concepts LLCApr 2026 to now
- The Clifford Group LLCMar 2022 to Apr 2026
- Newedge Advisors, LLCOct 2020 to Apr 2022
- Triad Advisors LLCOct 2020 to Apr 2022
- Bank of America, N.A.Oct 2018 to Oct 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Oct 2020
- Plt4mSep 2016 to Sep 2018
- Wayland High SchoolAug 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7023915
- Firm CRD
- 284656